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TotalEnergies
TTE

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
326
Simplicity Solutions
Minnesota
$337K +$330K +7,247 New
BPC
327
Banque Pictet & Cie
Switzerland
$333K – – –
DFA
328
Delta Financial Advisors
Louisiana
$331K – – –
CA
329
Crumly & Associates
Illinois
$329K +$322K +7,071 New
EIP
330
Epoch Investment Partners
New York
$324K -$29.4K -646 -8%
CFSG
331
Community Financial Services Group
Vermont
$323K -$1.68M -36,860 -84%
QCM
332
Quest Capital Management
Texas
$319K +$57.5K +1,261 +23%
VWA
333
V Wealth Advisors
Kansas
$318K -$3.69K -81 -1%
SBIA
334
Sheaff Brock Investment Advisors
Indiana
$315K -$11.7K -257 -4%
FCI
335
Financial Counselors Inc
Kansas
$312K -$1.96K -43 -0.6%
NL
336
NWAM LLC
Washington
$312K +$305K +6,697 New
QP
337
Quilter Plc
United Kingdom
$307K +$76K +1,667 +42%
NB
338
Northwest Bancshares
Pennsylvania
$303K +$297K +6,510 New
BS
339
Boenning & Scattergood
Pennsylvania
$297K -$45.6K -1,000 -14%
QCG
340
Quadrant Capital Group
Ohio
$295K +$51.1K +1,120 +21%
OFS
341
OneAscent Financial Services
Alabama
$294K +$17.2K +378 +6%
FWIA
342
Fort Washington Investment Advisors
Ohio
$293K -$11.2K -246 -4%
GLA
343
Good Life Advisors
Pennsylvania
$287K +$15.4K +338 +6%
EGM
344
Engineers Gate Manager
New York
$284K +$278K +6,100 New
OCG
345
Opus Capital Group
Ohio
$281K +$12.4K +272 +5%
EFS
346
Essex Financial Services
Connecticut
$280K +$9.07K +199 +3%
TI
347
Telemetry Investments
New York
$279K – – –
IFWM
348
Institute for Wealth Management
Colorado
$278K -$45.5K -998 -14%
CFA
349
Cahill Financial Advisors
Minnesota
$278K +$1.09K +24 +0.4%
SPC
350
Sigma Planning Corp
Michigan
$277K +$16K +351 +6%
12 13
14
15 16